Lead Wealth Management Advisor

Lead Wealth Management AdvisorAbout the CompanyJoin a nationally recognized provider of investment advisory services that is committed to excellence and client satisfaction in the Investment Management industry.About the RoleWe are on the lookout for a dynamic Lead Wealth Management Advisor to enhance our team. In this pivotal role, you will attract and engage high-net-worth and ultra-high-net-worth clients, collaborating closely with a service advisor to cultivate exceptional client relationships. Your expertise in business development will be instrumental as you leverage networking opportunities and build connections through various channels, including centers of influence.A successful candidate will be involved in the entire sales process, from preparing for and attending client meetings to collaborating with team members to improve closed business and expand assets under management. An ideal candidate will possess a BA/BS degree, with an advanced degree and/or CFP/CFA certification preferred. You should bring at least 5 years of experience in a business development-focused advisory role.If you are self-confident, entrepreneurial, and enthusiastic with a keen talent for organization and detail management in a fast-paced environment, we encourage you to apply. Your responsibilities will include drafting tailored investment recommendations, monitoring performance reports, and ensuring the financial needs of clients are fully met through our advanced financial planning and customized portfolio services.Travel PercentLess than 10%FunctionsFinance